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2019 Sohn Investment Conference Notes: Spencer Glendon, Probable Futures – Short Florida Man

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Jacob Wolinsky
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Rough notes of Spencer Glendon, the Founder of Probable Futures from the 2019 Sohn Investment Conference which took place on the 6th of May.

See our full coverage of the 2019 Sohn Investment Conference here.

Q1 hedge fund letters, conference, scoops etc

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Spencer Glendon (Probable Futures) Florida Housing Market

Spencer Glendon grew up in Michigan obsessed with the decline and trauma of nearby Detroit. He has spent the last 30 years researching and working in systems and societies that work poorly and work well, from old Ford factories to fledgling Russian banks and from small businesses on Chicago’s South Side to investment...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.